Accountants serving the Baltimore Maryland Area
KBST&M Certified Public Accountants
CPA's and Accounting Consultants
We are full-service public accounting firm specializing in accounting, auditing, tax planning and preparation, wealth management services, management advisory services, business valuation services, and information technology consulting.

Portal Agreement

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Client Portal Agreement


This Client Portal Agreement is made by and between Kahn, Berman, Solomon, Taibel & Mogol, P.A.(KBST&M) and you the "Client" effective on the date it is executed by Firm’s authorized representative upon the following terms and conditions:

  1. Purpose.

    KBST&M provides a voluntary Client Portal (secure internet site) to permit easy and secure electronic transfer of documents between its Clients and the Firm as well as ongoing Client access to certain documents created or maintained by the Firm. KBST&M has sole discretion to decide which types of documents can be uploaded or viewed on the Client Portal.


  2. Service Availability

    KBST&M will use its best efforts to provide 24 hour daily availability of the Client Portal. However, the Firm makes no representation or warranty that 24 hour service will be available. The Client agrees and acknowledges that the Client Portal will, at times, be unavailable due to regularly scheduled maintenance, service upgrades, or other mechanical or electronic failures.


  3. Supported Browser

    The Client agrees to access the Client Portal using the internet browser, Microsoft Internet Explorer.


  4. Security

    KBST&M will use its best efforts to make the Client Portal secure from unauthorized access. The Client Portal operating system and application software will be updated and virus-scanned regularly. However, the Client recognizes that there is no completely secure system for electronic data transfer. KBST&M MAKES NO WARRANTY, EXPRESS OR IMPLIED, REGARDING THE EFFICACY OF THE SECURITY OF THE CLIENT PORTAL AND SHALL NOT BE LIABLE FOR ANY CLAIMED ACTUAL OR CONSEQUENTIAL DAMAGES ARISING FROM ANY BREACH OR ALLEGED BREACH OF SECURITY OF THE CLIENT PORTAL.


  5. Logon Accounts and Their Security

    The Firm will set up a single logon account for the Client and their employees who need access to the Client Portal. (KBST&M strongly recommends that Client establish a policy that logon information not be shared among its employees). In order to maintain security, the Client agrees to designate a single individual as the authorized person to contact the Firm to request employee logons. All logon passwords will be transmitted to the designee by telephone or email. Additional subscriber requests must be submitted in writing by initial designee.


  6. Termination of Logon Account

    The Client agrees to notify the Firm immediately when an individual logon account is to be terminated. The Firm will make every effort to terminate access immediately. However, the Client cannot be assured that access has been terminated until it receives an e-mail confirmation of termination.


  7. Term and Termination

    This Agreement and the services contemplated by it may be terminated by either KBST&M or the Client with or without cause and with or without notice at any time.


  8. Miscellaneous

    This is the entire agreement between KBST&M and the Client regarding its subject matter. This Agreement does not modify or affect any existing or future engagement letter or agreement between the Firm and Client. By submitting below the Client has read the above conditions and agrees to its terms.




Client/Company Name

Authorized By:*

Company Name: (If Applicable)
Title: (If Applicable)

Users Permited To Access This Account:

Name: * (Initial Designee)

Email Address: *
Name: Email Address:
Name: Email Address:

I Agree To The Terms & Policies



Required fields *

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